Planned Time Off (PTO) with Advanced Vacation is the new feature in CommunityWFM 5.x that allows uploading of accrued time off or using the CommunityWFM accrual engine to assign and track available hours, includes improved visibility of available time off, allows agents to create bids for time off within a designated calendar, allows for multi-day and partial day requests, and includes a waiting list for some types of requests.
While there is continued support for the legacy time off workflow, there are many benefits to using the new PTO features.
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5.0 Legacy |
5.0 Advanced |
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Partial day off |
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Fractional slots for time off (2 hr = .25 of available 8 hr slot) |
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Multiple days off approved together (or not) |
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Recurring event |
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Restricted action plan |
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Time off rules |
Legacy AutoApprove |
Partition Rules |
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Viewable time off rules |
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Vacation bidding |
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Viewable available time off |
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Waitlist |